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Tax Associate

CFS Wealth Advisors
locationSacramento, CA, USA
PublishedPublished: 6/14/2022

Job Description

Job Description

Are you detail-oriented, organized, and passionate about helping individuals and businesses navigate their tax obligations? If so, we have an exciting opportunity for you to join our team as a Seasonal Tax Preparer at CFS Wealth Advisors LLC.

Job Description:

As a Seasonal Tax Preparer, you will play a crucial role in assisting our clients with their tax preparations during the busy tax season. You will be responsible for accurately and efficiently preparing tax returns, identifying potential deductions and credits, and ensuring compliance with all relevant tax laws and regulations.

Responsibilities:

  1. Conduct thorough interviews with clients to gather necessary tax-related information.
  2. Prepare individual and small business tax returns using tax preparation software (e.g., ProSeries).
  3. Analyze financial data, including income statements and expense records, to determine appropriate tax strategies.
  4. Stay updated on changes to tax laws and regulations to ensure accurate and up-to-date tax filings.
  5. Provide excellent customer service and address client inquiries related to their tax returns.
  6. Collaborate with the tax team to streamline processes and improve efficiency during the busy season.
  7. Maintain client confidentiality and adhere to ethical standards in handling sensitive financial information.
  8. Assist with general administrative tasks related to tax preparation as needed.

Qualifications:

  1. Previous experience as a tax preparer or relevant accounting experience preferred.
  2. Knowledge of current tax laws, regulations, and filing procedures.
  3. Proficiency in using tax preparation software and MS Office Suite.
  4. Strong attention to detail and excellent organizational skills.
  5. Excellent interpersonal and communication skills to interact effectively with clients and team members.
  6. Ability to work under pressure and meet strict deadlines.
  7. CPA/Enrolled Agent certification or enrollment in an accounting/taxation program is a plus but not required.
  8. Availability to work full-time or part-time during the tax season (typically January to April).

This is a seasonal position from January to April 2024

Company DescriptionCFS Wealth Advisors offers an environment where employees can contribute their skills and expertise, grow professionally, and positively impact the lives of clients. It's a company that values its employees as crucial assets and invests in their success.

Company Description

CFS Wealth Advisors offers an environment where employees can contribute their skills and expertise, grow professionally, and positively impact the lives of clients. It's a company that values its employees as crucial assets and invests in their success.

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